Ray Dalio Bridgewater Associates
AUM
$27.4B
1-Year Est. Return
31.63%
Ray Dalio is the founder of Bridgewater Associates, one of the world’s largest hedge funds, known for its unique “principles-based” culture and systematic investment approach. Dalio’s investment philosophy emphasizes diversified portfolios, risk parity, and the importance of understanding economic cycles in shaping investment decisions. He has authored several books, including “Principles: Life & Work,” in which he details his management philosophies, personal experiences, and life lessons.
This Fund
S&P 500
1 Year Est. Return
+31.63%
AUM
$27.4B
AUM Growth
+$1.89B
(+7.4%)
Holding
1,205
Top Buys
| 1 | +$1.28B | |
| 2 | +$349M | |
| 3 | +$252M | |
| 4 |
Micron Technology
MU
|
+$204M |
| 5 |
Amazon
AMZN
|
+$188M |
Top Sells
| 1 | +$304M | |
| 2 | +$208M | |
| 3 | +$205M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$129M |
| 5 |
Wells Fargo
WFC
|
+$121M |
Sector Composition
| 1 | Technology | 28.43% |
| 2 | Financials | 11.06% |
| 3 | Consumer Discretionary | 8.45% |
| 4 | Healthcare | 6.54% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Marvell Technology
MRVL
$76.7B
| $83.9M | 0.31% |
987,222
+628,523
|
|
||
52
Citigroup
C
$185B
| $83.6M | 0.3% |
716,325
-544,727
|
|
||
53
CVS Health
CVS
$96.9B
| $82.3M | 0.3% |
1,037,352
-155,792
|
|
||
54
MetLife
MET
$44.3B
| $80.3M | 0.29% |
1,017,093
-640,946
|
|
||
55
Eli Lilly
LLY
$880B
| $78.8M | 0.29% |
73,292
+62,851
|
|
||
56
NXP Semiconductors
NXPI
$48.2B
| $78.7M | 0.29% |
362,586
-161,347
|
|
||
57
Apple
AAPL
$3.67T
| $78.7M | 0.29% |
289,471
-55,285
|
|
||
58
Vale
VALE
$62.7B
| $78.5M | 0.29% |
6,024,497
-1,315,034
|
|
||
59
Seagate
STX
$86B
| $77.1M | 0.28% |
279,977
+117,869
|
|
||
60
Hewlett Packard
HPE
$28.7B
| $76.4M | 0.28% |
3,179,271
+1,468,818
|
|
||
61
Global Payments
GPN
$19.2B
| $74.2M | 0.27% |
958,080
-289,507
|
|
||
62
Shell
SHEL
$252B
| $73.7M | 0.27% |
1,003,577
-115,728
|
|
||
63
GoDaddy
GDDY
$10.8B
| $70.5M | 0.26% |
567,916
+53,678
|
|
||
64
Hartford Financial Services
HIG
$36.7B
| $70.3M | 0.26% |
509,996
-163,178
|
|
||
65
AngloGold Ashanti
AU
$47.9B
| $70.2M | 0.26% |
822,908
+590,154
|
|
||
66
Vertiv
VRT
$99B
| $69.8M | 0.25% |
430,599
+180,185
|
|
||
67
GSK
GSK
$107B
| $69.5M | 0.25% |
1,416,525
+14,770
|
|
||
68
Match Group
MTCH
$7.16B
| $69.2M | 0.25% |
2,142,297
+104,211
|
|
||
69
Omnicom Group
OMC
$24.1B
| $65.8M | 0.24% |
815,136
+57,691
|
|
||
70
Comfort Systems
FIX
$48B
| $63.6M | 0.23% |
68,199
+16,116
|
|
||
71
Monster Beverage
MNST
$75.4B
| $63.1M | 0.23% |
823,467
+212,249
|
|
||
72
Atlassian
TEAM
$19.8B
| $62.5M | 0.23% |
385,216
+136,767
|
|
||
73
NRG Energy
NRG
$32.5B
| $60.6M | 0.22% |
380,871
+55,219
|
|
||
74
Deckers Outdoor
DECK
$14.3B
| $60.1M | 0.22% |
580,110
+516,563
|
|
||
75
Allstate
ALL
$53.5B
| $58M | 0.21% |
278,816
+41,549
|
|